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Job Description
The Opportunity: Trusts & Estates Legal Secretary 💎
Send resumes to: Hayley.christina@capstonesp.com
**Must have Law Firm Background and Probate Experience**
Position Summary
Our distinguished client, one of the most prominent law firms in the Carolinas, is seeking a highly skilled and professional Trust & Estates Legal Secretary/Assistant to join their elite legal team. This is an exceptional opportunity to work with a firm renowned for its commitment to excellence, innovation, and client service.
Job Description
- Provide administrative and legal support to attorneys specializing in Trusts and Estates, including drafting, editing, and proofreading legal documents such as wills, trusts, powers of attorney, and estate planning documents.
- Coordinate and manage client communications, scheduling consultations, and maintaining regular follow-ups to ensure exceptional client service.
- Assist in preparing for estate administration, including gathering financial records, preparing inventories, and managing probate filings.
- Conduct research on estate planning and tax issues and ensure all work complies with federal and state laws.
- Maintain and organize confidential case files, correspondence, and attorney schedules using the firm’s document and case management systems.
- Assist with preparation for hearings, depositions, and other legal proceedings, as required.
- Liaise with clients, accountants, financial advisors, and other professionals involved in the estate planning process.
- Handle administrative duties such as filing, billing, and tracking deadlines for various estate and trust matters.
